PB

Pinnacle Bancorp Portfolio holdings

AUM $339M
1-Year Est. Return 14.81%
This Quarter Est. Return
1 Year Est. Return
+14.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
815
New
Increased
Reduced
Closed

Sector Composition

1 Financials 33.12%
2 Technology 8.02%
3 Healthcare 5.46%
4 Consumer Staples 4.38%
5 Industrials 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$14.2K 0.01%
207
552
$14.1K 0.01%
386
553
$14.1K 0.01%
101
554
$14K 0.01%
+685
555
$13.9K 0.01%
438
556
$13.7K 0.01%
+243
557
$13.6K 0.01%
1,183
558
$13.5K ﹤0.01%
66
559
$13.5K ﹤0.01%
221
560
$13.4K ﹤0.01%
28
+20
561
$13.4K ﹤0.01%
771
562
$13.4K ﹤0.01%
260
563
$13.3K ﹤0.01%
29
564
$13.2K ﹤0.01%
1,665
565
$13.2K ﹤0.01%
+1,023
566
$13.1K ﹤0.01%
319
567
$13.1K ﹤0.01%
104
568
$13K ﹤0.01%
+186
569
$13K ﹤0.01%
139
570
$12.9K ﹤0.01%
200
571
$12.8K ﹤0.01%
801
572
$12.6K ﹤0.01%
64
573
$12.5K ﹤0.01%
45
574
$12.5K ﹤0.01%
+172
575
$12.5K ﹤0.01%
123